Approval level example

Altamont Water District allows regular employees to make credit adjustments on billing accounts up to $100, supervisors to adjust amounts up to $250, managers to adjust amounts up to $1.000, and executives to adjust amounts up to $10,000. Molly, a database administrator for the district in charge of setting up these approval levels, opens the Approval Levels form and defines these approval levels:

Approval Level	Order
Executive	1
Manager	2
Supervisor	3
Employee	4

Next, Molly opens the Line Item form and opens the existing CrAdj line item type that the district uses for credit adjustments. The four approval levels are displayed in the correct order, with Executive at the top and Employee at the bottom. She assigns amounts to each approval level as follows:

Approval Level	Amount
Executive	$10,000.00
Manager	$1,000.00
Supervisor	$250.00
Employee	$100.00

Molly also selects the Co-Sign check box next to the Supervisor and Manager approval levels. This means that when a manager or supervisor submits an adjustment under the maximum amount, the adjustment will have a status of Pending until another manager or supervisor approves (co-signs for) it. Molly leaves the check boxes for the Employee and Supervisor levels cleared.

Later Ken, a water district supervisor, submits a credit adjustment of $175.00 on an account. The adjustment has a status of Pending until Barbara, another supervisor, co-signs for it. Ken also submits a credit adjustment of $400.00 on another account. The adjustment remains pending until Jason, a manager, approves it.